See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,216 | $90,600+126.5% | $79,464+158.3% | $135,375+51.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.71% | 977.43%-985.1pp | 718.14%-725.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $8,034 | $3,068+161.9% | $2,800+186.9% | $4,779+68.1% |
| Participant deferral / active EE | $13,562 | $4,050+234.8% | $3,704+266.1% | $5,609+141.8% |
| Admin fee / account holder | $5,360 | $5,907-9.3% | $5,113+4.8% | $10,827-50.5% |